Phoenix - User Help

Help Keys

Key/s

Action

Applies

F1

Help

Throughout the program

Movement Keys

Key/s

Action

Applies

Tab

Next field

Throughout the program

Shift Tab

Previous field

Throughout the program

Enter

Next field

Data entry

Alt + Underlined Letter

Performs function in which letter is underlined

Throughout the program
e.g.. Alt + S to save transaction

+ (on number pad)

Advance date forward

Date field in data entry

- (on number pad)

Brings date back

Date field in data entry

Send Mail

Key/s

Action

Applies

Send the message

Alt + S

Ctrl + Enter

 
'New Outlook' uses Ctrl+Enter

Open the list of contacts

Alt + T

Alt + C

Ctrl + L

To button

Cc button

Shortcut key shown in the Contacts button’s tooltip

Include Bcc to this address

Alt + I

Attach a file

Ctrl + A

Shortcut key shown in the button’s tooltip

New message

Ctrl + N

Shortcut key shown in the button’s tooltip

View sent items

Ctrl + I

Shortcut key shown in the button’s tooltip

Close the form

Esc

Shortcut key shown in the button’s tooltip

Editing Keys

Key/s

Action

Applies

F2

Edit

Data entry

Ctrl N

New

Account and card file set up

Ctrl D

Delete

Data entry

Ctrl C

Copy

When editing numbers or text

Ctrl V

Paste

When entering or editing numbers or text

Ctrl X

Cut

When editing numbers or text

Ctrl or F3

Next match

Transaction entry- search for income/expense category or transfer account

Ctrl

Previous match

Transaction entry- search for income/expense category or transfer account

+ (the plus key)

Select a transaction

Reconcile

Print Cheques

GST Return (in Manual Mode)

- (the minus key)

Unselect a transaction

Reconcile

Print Cheques

GST Return (in Manual Mode)

Alt

Display list of choices

Combo boxes (except in dissection entry)

Primary Keyboard Keys

Launches drop-down lists

Transaction entry and other financial fields where multiple options are available

Right click on Printer icon

Option to Preview or Set Printer Options

Drop-down arrows beside Printer icon (where available) will perform same function

Right click on dissection line

Delete the selected dissection

Transaction entry

Click on Amount Gross
or GST

Switches between Amount Gross and Amount Net GST

Transaction entry

Click on Column
Headings

Sorts the view by that heading

e.g.. Clicking on the Date heading will sort the column by date
(excluding List in Transaction window)

Transaction List Keys

Key/s

Action

Selects the row below.

Selects the row above.

Ctrl

Selects the last row currently visible in the grid. There may be more transactions if you scroll down.  

Ctrl

Selects the first row currently visible in the grid. There may be more transactions if you scroll up.

Home

Scrolls to and selects the first transaction record (row) in the current sort order.

End

Scrolls to and selects the last transaction record (row) in the current sort order.

Ctrl F

Opens “Find Transaction” to allow searching for a particular transaction in the list.

Ctrl C

Clears the characters from the “Look for” search without having to the Find Transaction form.

Esc

Enter

Jumps back to the transaction entry form, focusing the New button.

Transaction List Keys When Find Transaction is In Effect

F3

Ctrl

Selects the next match, if any, for the ‘Look for’ characters specified.

Ctrl

Selects the first match for the ‘Look for’ characters specified.

Similar Transaction Keys

Key/s

Action

Selects and expands the row above, collapsing the previous row.

Selects and expands the row below, collapsing the previous row.

Enter

1.Fills the new transaction if the edited transaction’s dissections are empty.

2.Jumps back to the transaction Amount field* of the transaction entry form if available, otherwise the dissections are focused.

+ (the plus key)

=

Manually expand the dissection detail.

- (the minus key)

Manually collapse the dissection detail.

Esc

Ctrl

Jumps to the transaction entry form, focusing the Amount field if available, otherwise the dissections are focused.

Report Keys

Key/s

Action

Scroll up

Scroll Down

PgUp

Up one screen

PgDn

Down one screen

Ctrl PgUp

Previous page

Ctrl PgDn

Next page

Home

Top of current page

End

Bottom of current page

Ctrl Home

Top of first page

Ctrl End

Bottom of last page

Ctrl

Scroll right

Ctrl

Scroll left

Ctrl+Shift

To right of page

Ctrl+Shift

To left of page

+ (on number pad)

Zoom in

- (on number pad)

Zoom out

Ctrl W

Zoom page width

Ctrl F

Find in report (Enterprise Report)

Ctrl 0 (zero)

One page

Ctrl P

Print

Navigation Keys

Key/s

Action

F4

Launches Transactions

F5

Launches Customer Accounts

F6

Launches Supplier Accounts

F7

Launches Reconciliation

F8

Launches GST Return

F9

Launches Bank Feeds

F11

Launches Reports

F12

Launches Budgets

Alt + C

Closes windows throughout Phoenix e.g. Enter Transactions, Bank Transactions

Alt + F4
(from Suite Screen)

Closes Phoenix

Alt + F4
(from Phoenix module)

Closes the open module, back to the Suite screen

Alt+Tab

Swaps between Phoenix and other applications

Windows + D

Minimises all applications to show the Desktop

Budget Keys

Key/s

Action

Enter

Next cell

Tab

Next cell

Shift Tab

Previous cell

(arrow keys)

Move left, right, up, down

Ctrl

(Ctrl left arrow)

Page left

Ctrl

 (Ctrl right arrow)

Page right

PgUp

Page up

PgDn

Page down

Ctrl PgUp

Top of page

Ctrl PgDn

Bottom of page

Home

Move to first cell in the row

End

Move to last cell in the row

Ctrl Home

First row

Ctrl End

Last row

F7

Account Allocation

F8

Category Worktable